Everyone at your clinic gets their own login, and what they see depends on their role. Treatlly does not have one shared account with everything switched on — each role is effectively a different application.
This matters for two practical reasons: a doctor should not have to wade through billing screens to find their patient list, and whoever reconciles your money has no business reading clinical notes.
The roles
Clinic admin
The person who runs the clinic's setup. This role can do everything: add doctors and staff, create slot rules, mark holidays, edit clinic settings, manage the website, and see billing.
Keep the number of clinic admins small. It is the role that can change the schedule everyone else depends on.
Doctor
Sees their own day: their appointment list, patient history, and their prescription pad. A doctor sees their own patients, not the whole clinic's schedule, and cannot change slot rules — they request changes through the admin.
Each doctor also has a profile carrying their qualification, registration number and signature image.
Receptionist
The front desk. Books and reschedules appointments, registers patients, checks patients in, collects payment at the counter, and uploads prescription files.
A receptionist works across doctors — that is the point of the role. They cannot change slot rules or see the clinic's financial reporting.
Accountant
Sees the money and nothing else: collections, refunds, settlements and reporting. This role deliberately has no access to clinical records.
If you use an external accountant, this is the role to give them — it lets them do the reconciliation without ever seeing a patient's diagnosis.
Patient
Not a staff role, but worth including. Patients get their own account to book, pay, view prescriptions and receipts, and manage family members.
What each role can reach
| Clinic admin | Doctor | Receptionist | Accountant | |
|---|---|---|---|---|
| Book / reschedule appointments | ✅ | — | ✅ | — |
| Own appointment list | ✅ | ✅ | ✅ | — |
| Write and sign prescriptions | — | ✅ | — | — |
| Join a video consultation | — | ✅ | — | — |
| Create / edit slot rules | ✅ | — | — | — |
| Add doctors and staff | ✅ | — | — | — |
| Clinic settings and website | ✅ | — | — | — |
| Collect payment at the counter | ✅ | — | ✅ | — |
| Financial reporting and settlements | ✅ | — | — | ✅ |
| Subscription and billing | ✅ | — | — | — |
Only the doctor and the patient can join a video consultation. Admin, front desk and accountant roles cannot — a consultation is a private clinical conversation, and joining also records attendance against the visit. See Video consultations at the front desk.
Adding someone
A clinic admin adds staff and assigns the role at that point. The person signs in with their own mobile number and OTP.
Give people the narrowest role that lets them do their job. It is easy to make someone an admin because it is quicker than thinking about it, and that is how a clinic ends up with five people who can rewrite the schedule.
Changing or removing access
When someone leaves, remove their access rather than sharing their login with the replacement. Their record of what they did stays intact, and the new person gets their own identity — which is what makes your appointment history trustworthy.
Why not just share one login?
Because the audit trail is worth more than the convenience. When a patient asks who cancelled their appointment, or when a refund needs explaining, a shared account can only tell you "the clinic did it".
It also means a locum doctor covering for a week gets exactly the access they need, and loses it when they leave.